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Original filing (PDF)20251009100933NAL0015217554001
BLU DOT DESIGN & MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
BLU DOT DESIGN & MANUFACTURING 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
215
Accounts w/ balance
354
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
6 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 68 bps in Schedule C fees — 134% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLU DOT DESIGN & MANUFACTURING, INC..
Plan sponsor
Name
BLU DOT DESIGN & MANUFACTURING, INC.
EIN
41-1860158
Address
1321 TYLER STREET NE · MINNEAPOLIS, MN · 55413
Phone
(612) 782-1844
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL LLC | — | EDEN PRAIRIE, MN | INVESTMENT ADVISOR | $39K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
19 direct securities · 6 pooled funds· $13.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.3M
18 holdings
Common Collective Trust
$2.4M
6 holdings
Mutual Funds
$323K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CAPINDEX K ISHARES S&P 500 INDEX K N/R | — | — | — | $2.9M | 22.2% | |
| 2045 K BLACKROCK LIFEPATH INDEX N/R | — | — | — | $1.7M | 13.3% | |
| 2050 K BLACKROCK LIFEPATH INDEX N/R | — | — | — | $859K | 6.6% | |
| 2035 K BLACKROCK LIFEPATH INDEX N/R | — | — | — | $784K | 6.0% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $690K | 5.3% | |
| 2040 K BLACKROCK LIFEPATH INDEX N/R | — | — | — | $660K | 5.1% | |
| 2055 K BLACKROCK LIFEPATH INDEX N/R | — | — | — | $581K | 4.5% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $569K | 4.4% | |
| LARGE CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $483K | 3.7% | |
| 2030 K BLACKROCK LIFEPATH INDEX N/R | — | — | — | $457K | 3.5% | |
| ENTERPRISE N JPMORGAN EQUITY INCOME R6 N/R | — | — | — | $439K | 3.4% | |
| VAL INSGHTS R6 ISHARES RUSSELL 2000 SMALL- N/R | — | — | — | $434K | 3.3% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $397K | 3.1% | |
| BLACKROCK LIFEPATH INDEX N/R | Mutual Funds | — | — | $323K | 2.5% | |
| 2065 K BLACKROCK LIFEPATH INDEX N/R | — | — | — | $232K | 1.8% | |
| CAP INDEX K ISHARES RUSSELL MID- N/R | — | — | — | $206K | 1.6% | |
| ADMIRAL VICTORY CAPITAL VICTORY SYCAMORE N/R | — | — | — | $202K | 1.6% | |
| VANGUARD REAL ESTATE INDEX N/R | — | — | — | $194K | 1.5% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $187K | 1.4% | |
| JANUS HENDERSON JANUS HENDERSON N/R | — | — | — | $178K | 1.4% | |
| EMPOWER ANNUITY KEY GUARANTEED PORTFOLIO N/R | — | — | — | $176K | 1.4% | |
| INSURANCE COMPANY OF FUND AMERICA * PARTICIPANT LOANS Interest rates: 5.25% - 10.5%; $0 | — | — | — | $146K | 1.1% | |
| RETIREMENT K GOLDMAN SACHS GOLDMAN SACHS SMALLCAP N/R | — | — | — | $138K | 1.1% | |
| BALANCED SUSTAINABLE FUND CLASS R1 GREAT GRAY · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $24K | 0.2% | |
| 2060 K BLACKROCK LIFEPATH INDEX N/R | — | — | — | $10K | <0.1% |
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